Related adsThe Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career. The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and managers. These client relationships are the base for your book of business. Financial AdvisorAmeriprise Financial for Financial Advisor at Regional Sales in Minneapolis, MN. Read more ... » Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations for products such as stocks, bonds, options, mutual funds and annuities.

Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences

Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan

Planning and managing resources (time, people, budget) to run a productive practice

Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client

Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies

A base salary through the full three plus years in the PMD program. This roll will become a fully commissioned position after completion of the PMD program.

World class training throughout their career with Merrill Lynch

State of the art software programs to assist in your success

Access to a full array of investment and banking products for your clients

Coaches or mentors located within your office to work with you towards your success

Ideal candidates:
The PMD program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor. Successful candidates have at least three years of full time sales experience in ever more challenging environments. The sales experience should include the successful use of outbound sales techniques to exceed sales goals. Financial acumen gained through work experience is ideal.

Performance Requirements: A Financial Advisor Trainee is expected to meet the performance and development requirements of the PMD Program and transition to a full Financial Advisor at the conclusion of the PMD Program.

Qualifications

Must possess 3 or more years of sales experience with a proven record of exceeding goals

Outbound sales experiences required

Possess excellent communication skills, both written and verbal

Proven relationship building and business partnering skills

Passion to grow your current financial knowledge to share with others

Candidate must be self-motivated and proactive

Bachelor’s degree or higher strongly preferred

Industry Experience:

Active Series 6 or Series 7 license preferred

6 months in a Series 6 or 7 sales role preferred

Proven successful financial product sales experience preferred

Strong financial acumen required

Track record of success

Clean U-4 and U-5 history, if licensed

Professional designations/licenses:

Candidates may apply without Series 7, 66 and insurance licenses, but must achieve all required licenses within 13 weeks of accepting this position.